Jensen Huang
Reporting and statements that mention Jensen Huang.
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Nvidia says it would be making a whole lot more money if it weren't for the memory crisis it's contributing to
Nvidia CEO Jensen Huang stated that the company's projected 70% revenue increase for fiscal year 2028 is conservative due to a global memory crisis, which Nvidia's own AI hardware demands are exacerbating. Despite strong data center revenue, consumer PC sales are tempered by elevated memory and systems prices, impacting the 'Edge Computing' segment which includes gaming.
Taiwan Charges Nine Over Smuggled AI Servers, Including an Nvidia Senior Manager
Taiwan has charged nine individuals, including a senior Nvidia manager and two Supermicro employees, for allegedly forging documents to illegally ship high-end AI servers to China, violating US export controls. A Taiwanese customs officer's detection of irregularities led to the investigation, which uncovered that 74 servers were delivered to China while 56 were intercepted. Nvidia CEO Jensen Huang had previously criticized Supermicro's compliance, and Supermicro stated its cooperation with authorities led to the arrests.
NVIDIA (NVDA) CEO Jensen Huang claims return on investment capital is 'now less than a year'
NVIDIA CEO Jensen Huang stated during the company's Q2 2027 earnings call that the return on investment capital for AI infrastructure is now less than a year. He highlighted the productivity and rentability of NVIDIA's technology, citing the rapid recouping of investments in large-scale data centers. This comes as NVIDIA CFO Colette Kress also noted an expected decrease in gross margin for the upcoming quarters.
NVIDIA (NVDA) expects its revenue to grow 70% in FY28
NVIDIA expects its revenue to grow by approximately 70 percent in fiscal year 2028, driven by the expansion of its AI compute capabilities. CFO Colette Kress shared the forecast, with CEO Jensen Huang suggesting the company could exceed this target if not for supply constraints, particularly in memory components. NVIDIA's Q2 FY27 revenue reached $96.2 billion, and the company is confident in its ability to meet future growth targets.
NVIDIA (NVDA) expects gross margin decrease over next two quarters
NVIDIA anticipates a decrease in its gross margins for the upcoming third and fourth quarters, projecting a drop from 75 percent in Q2 to 74 percent in Q3 and 72 percent in Q4. The company cited supply chain constraints and geopolitical factors as contributing challenges, despite reporting strong revenue of $96.22 billion for the quarter.
Listen to the NVIDIA (NVDA) Q2 2027 earnings call here
NVIDIA will hold its Q2 2027 earnings call on August 26, 2026, at 2 p.m. PT/5 p.m. ET. CEO Jensen Huang and other company leaders will discuss the company's performance, earnings results, and forecasts for the remainder of the financial year. The webcast will be available on NVIDIA's financial website.
Nvidia brings ray-traced Nanite, native anti-cheat, and DLSS 4.5 to Gamescom 2026 lineup
Nvidia announced several new technologies at Gamescom, including DLSS 4.5 Ray Reconstruction, RTX Spark support from major publishers like Electronic Arts and Ubisoft, and RTX Mega Geometry for Unreal Engine 5's Nanite system. Gears of War: E-Day will be the first title to feature RTX Mega Geometry, enabling full-detail ray tracing for Nanite. The company also detailed updates for its GeForce Now cloud platform and RTX Remix modding toolkit.
Nvidia’s Hidden 123 Million SpaceX Shares Are Already $4B Underwater
Nvidia disclosed it holds nearly 123 million shares in SpaceX, acquired through an investment in xAI which was later folded into SpaceX. This stake, initially valued at $21 billion, has seen a paper loss of approximately $4 billion due to a recent decline in SpaceX's stock price. SpaceX's CEO Elon Musk confirmed the company's exclusive reliance on Nvidia for its data center hardware needs.
Nvidia guarantees up to 25% of GPU residual value to unlock a $500 billion AI financing push
Nvidia is offering a contractual guarantee to cover up to 25% of the residual value loss on its GPUs, aiming to facilitate over $500 billion in third-party capital for AI infrastructure. This move, intended to mitigate depreciation risk and address financing challenges for AI companies, has drawn scrutiny and a cautious market reaction. CEO Jensen Huang frames it as a pivot towards repeatable financing platforms, while critics like Michael Burry question the long-term viability of GPU depreciation.
Taiwanese authorities detain Nvidia employee for alleged attempt to smuggle AI chips into China
An Nvidia employee in Taiwan, identified as 'Chang,' has been detained on suspicion of falsifying documents to export approximately 50 Super Micro servers containing Nvidia AI chips to China. This incident is part of a broader investigation into potential AI chip smuggling routes. Nvidia has stated that smuggling is unacceptable and that all sales comply with US export control rules.
Jensen Huang's first-ever post on X is in defense of open access to AI models, alongside Google, OpenAI, and Meta
Nvidia CEO Jensen Huang, alongside Google, OpenAI, and Meta, posted on X advocating against premature restrictions on open AI models. He argues that open models are crucial for AI's growth, innovation, and global accessibility, while acknowledging their inherent risks. The companies signed an appeal to avoid stifling competition and driving innovation overseas.
AI Yi-Yi!
Nvidia CEO Jensen Huang believes American companies should be permitted to utilize Chinese AI models, dismissing concerns about backdoors connected to China as misconceptions. He argues that open AI models from China are not inherently a security risk.
One of Nvidia CEO Jensen Huang's leather jackets has fetched an auction price of $960,000: 'It has become a symbol for the vision at the forefront of the AI revolution'
One of Nvidia CEO Jensen Huang's iconic leather jackets was auctioned by Sotheby's for $960,000, far exceeding its estimated value. The proceeds from the auction will benefit the Edge Institute, a non-profit organization supporting young people in technology and science. The jacket, a Tom Ford model, has become a symbol of the AI revolution and Huang's leadership.
One of NVIDIA (NVDA) CEO Jensen Huang's leather jackets was sold for $960,000 at a Sotheby's auction
A leather jacket worn by NVIDIA CEO Jensen Huang was sold for $960,000 at a Sotheby's auction, significantly exceeding its estimated value. This event highlights the current exuberance surrounding the artificial intelligence industry and its associated companies.
NVIDIA (NVDA) announces expansion into Japan and new AI model
NVIDIA announced an expansion of its AI initiatives in Japan through partnerships with Fujitsu, Hitachi, Sony Group, and Kawasaki Heavy Industries. The company also revealed Cosmos 3 Edge, a new AI model designed for machines to enable real-time reasoning and prediction of robot actions locally, runnable on NVIDIA RTX GPUs and DGX systems.
Evening Tech Bits
Elon Musk has reportedly purchased a gas turbine company, while Nvidia's Jensen Huang assures that the company's roadmap remains intact despite supply chain or production challenges. Nvidia is committed to delivering significant amounts of its products.
Rumours suggest Intel may be planning to join the club of hardware manufacturers reviving old product lines, all the way…
Rumors suggest Intel is considering reviving older CPU production lines, including 10th, 12th, 13th, and 14th generation processors. This follows similar moves by Nvidia and AMD to reintroduce older GPUs and CPUs to meet market demand. Intel's potential move would involve re-engineering chips for current fabrication processes, similar to AMD's approach with the Ryzen 7 5800X3D.
How to survive the memory shortage crisis: a PC owner's guide
This guide offers PC owners strategies to navigate the current memory shortage crisis, which is driving up prices for RAM, graphics cards, and other components. It suggests focusing on software solutions like upscaling and frame generation, optimizing existing hardware through updates and BIOS settings, and considering second-hand parts or cheaper alternatives for upgrades. The article anticipates that significant relief in memory pricing is unlikely before 2028 or 2029 due to high AI demand.
Nvidia CEO Jensen Huang says we need to 'deal with social norms' surrounding AI but apparently that means…
Nvidia CEO Jensen Huang believes society needs to adapt to the rapid advancement of Artificial Intelligence by developing new social norms and regulations. He suggests that just as societal norms evolved around automobiles, people should actively engage with AI to foster understanding and adaptation. Huang also touched upon the economic model of AI, noting that while some AI services appear free, they contribute to inflated technology prices and significant energy consumption.
AMD exec says DDR5 RAM pricing won't normalize until 2028 — and it's sad that given other predictions, I…
An AMD executive predicts that DDR5 RAM prices will not normalize until 2028, citing a slow recovery. This outlook contrasts with some other industry predictions, including Nvidia CEO Jensen Huang's suggestion that the memory crisis could last until 2029 or 2030. Additionally, rumors suggest Lenovo may implement further price increases on its PCs and laptops.
